Our Values

We exist to simplify the lives of our clients and to bring them financial peace of mind. We do this through our Core Values of Service, Integrity and Knowledge.

  • Service: We are here to serve our clients and our community.
  • Integrity: We believe in doing the right thing simply because it is the right thing (even if no one is looking).
  • Knowledge: We have a growth mindset and we never stop learning.

Below are some additional values that are particularly meaningful to us:

  • Generosity: We have an abundance mentality.
  • Fun: We may not be Google, but we still want this to be a fun place to work.
  • Family: We believe family is the fundamental building block of our society, and we encourage family time.
  • Humility: We believe a dose of humility is an important safety net that keeps small mistakes from becoming large mistakes.